2026 ENERGY
"People think we’re going back to US$80 today. US$58 oil — it ain’t going to US$80. But when the industry is in rational supply and demand, prices climb, especially when inventories draw down quickly"
JOSEF SCHACHTER
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OUTLOOK REPORT
2026 ENERGY
OUTLOOK REPORT
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2026 Energy Investing Outlook Report
2026 ENERGY INVESTING OUTLOOK REPORT
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Key factors driving uranium, oil and gas prices
Market Drivers
Expert analysis and predictions to guide your investment decisions
Expert Forecasts
Top performing energy stocks and sectors to keep on your radar
Top Stocks and Porfolio Strategies
What's Inside?
The energy market is shifting, and two sectors are emerging as the potential growth leaders.
Uranium is moving back into focus as AI and data centers are projected to more than double nuclear energy demand by 2030.
In parallel, the 2026 outlook suggests recovery in the oil and gas sector as global inventories tighten and "tired" basins struggle to keep pace with growing demand.
For investors, early positioning could be critical to gain leverage in sectors offering durable, long-cycle growth potential.
The energy market is shifting, and two sectors are emerging as the potential growth leaders.
Uranium is moving back into focus as AI and data centers are projected to more than double nuclear energy demand by 2030.
In parallel, the 2026 outlook suggests recovery in the oil and gas sector as global inventories tighten and "tired" basins struggle to keep pace with growing demand.
For investors, early positioning could be critical to gain leverage in sectors offering durable, long-cycle growth potential.